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Our highest yielding positionsWe have a few positions that yield over 8% but my assumption is that yield equals risk. Our portfolio has a large number of stocks, so these high yielding ones have a very modest cumulative weighting. Listed high to low yield: GNL (10.3%) SNH SBRA HTGC TCPC ARCC OHI (8.3%) SBRA has done the best since purchase in February with a +32% price increase. GNL is not far behind at +25%. OHI is at +21%. |
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| Msg # | Subject | Author | Recs | Date Posted |
| 47912 | Re: Our highest yielding positions | PBlackstone | 3 | 7/5/2018 5:25:40 PM |
